Michael Batnick
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Appearances Over Time
Podcast Appearances
You can also find me on the New York Knicks Instagram account.
Hell yeah.
Where else are you posting?
I post on LinkedIn.
I like the longer form content.
We've obviously post charts on Twitter as well.
Okay.
Excuse me.
Okay.
You want me to go first?
Sure.
Well, I would say at the end of the year, I think, you know, into next year, maybe the conditions are not as favorable as they are at the moment, right?
Like, so we probably don't get as much of a fiscal push, right?
Like the one big, beautiful bill tailwind is going away by the end of the year.
That transitions to more of a headwind.
If the Fed is on hold, even as nominal compensation growth remains weak, I mean, everyone's talking about a passive easing of policy because of inflation.
But for the labor market, that's a
a passive tightening of policy.
So those two things are kind of on my mind.
That was way too smart.